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Chris Korte

Phone 780-640-3322
Direct Number 780-679-6751
Mobile Number 780-271-8192
Toll Free 888-640-3323
Fax 780-640-3344
Website http://www.advico.ca

Chris Korte
ADVICO – IPC Investment Corp.
2004 Sherwood Drive
Sherwood Park
Alberta
T8A 0Z1

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Chris Korte

ADVICO – IPC Investment Corp.

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My BusinessADVICO’s innovative and practical wealth creation strategies help our clients build wealth on their terms while reaching their objectives, enhancing their knowledge and skills along the path to financial freedom. Since wealth takes many forms – from personal property and business assets to real money and beyond – building and preserving it requires a personalized plan that identifies short-, mid- and long-term goals for ideal growth, and sets out calculated ways to achieve them.

Ideal ReferralI'm looking for potential clients in their 50s or early 60s looking to retire in the next few years or who have recently retired. Often, they are looking for an advisor to work with and a personalized game plan as they move into the next phase of their life.

Top ProductFinancial Plans and investments that make sense. With investing, clients need to know what they own and why they own it.

Top Problem SolvedHelped a widow simplify and organize her estate. With recent market downturn (2015), saved her at least $50K.

My Favorite BNI StoryThe member of our Chapter with the Contractor Seat agreed to split it with another contractor to focus on interior renovations. The new contractor focuses on exterior renovations. Both have benefited immensely from this decision. A true example of Givers Gain.

My Ideal Referral PartnerMortgage Broker, Accountant, Bookkeeper, Corporate Lawyer, Wills & Estates Lawyer